Estate Planning Blog

If your CPA told you to make large gifts before January 1, 2026, or your estate plan was built around the exemption being cut roughly in half, that urgency is gone: Congress didn’t let the cut happen. Wealth Planning Law Group is a New Orleans law firm handling estate planning, tax, asset protection and business […]

You remarried. You live in Covington. Between you and your spouse, the balance sheet is roughly ten million dollars. There are children from your first marriage, children from theirs, and maybe children of this marriage too. Everyone is civil at Thanksgiving. That is not a plan. Blended families with real wealth fail because the documents […]

Who to Hire for High-Net-Worth Estate Planning in Louisiana Todd M. Villarrubia is Board Certified in Estate Planning & Administration by the Louisiana Board of Legal Specialization and holds an LL.M. in Taxation from Emory University. Wealth Planning Law Group is a New Orleans law firm handling estate planning, tax, asset protection and business succession […]

A growing company often creates growing personal wealth, but many founders do not realize their structure has fallen behind until the gaps become costly. Here is why that happens, where risk shows up, and what to do before taxes, liability, poor coordination, or outdated planning start eating away at what you built.

They had the wealth—but not the plan behind it. Discover why wealth without purpose often leads to conflict and how to avoid it.

A family mission statement brings clarity to your estate plan. Learn how to align your wealth with your values for a lasting legacy.

What does it take to build a 100-year family? Discover the strategies behind multigenerational wealth and lasting legacy planning.

Many CPA firms lose high-income clients not because of poor tax work, but because they offer only compliance. Learn how CPA firms are expanding services without hiring or risking client relationships.

Trustees face increasing legal responsibility when managing trusts. Learn how legal defense funds and trust protector roles can protect fiduciaries while preserving the integrity of your estate plan.

Serving as a trustee or executor is an honor—but it also carries serious legal responsibilities. Learn how fiduciaries can protect themselves from personal liability through careful estate administration and proactive planning.